Add SMS contacts to CRM for warm lead routing

Your incoming SMS leads lack structured contact and property details, leaving reps and campaign managers without context for outreach. Get enriched CRM leads ready for routing and same-day follow-up.

Overview

SMS replies often arrive unstructured and sit outside your CRM, delaying first contact. This workflow captures those messages, enriches contact and opportunity fields, and marks leads warm so reps can engage within minutes for same-day follow-up.